Setup fundraising

Sharing your donation page far and wide helps raise awareness for your cause and encourages your network of friends and family to support you. Of course, you can also share your fundraiser via email, text message, and phone calls.

For more fundraiser sharing tips , take a look at these blog posts:. But showing gratitude is important. Updates are a simple way to keep your donors in the loop while also letting them know you may still need their continued support.

And if your fundraiser stalls , updates can help it gain momentum again. Start your fundraiser today and begin raising money for whatever is most important to you. A new Event Sponsorship record opens. You only need to fill out some of the fields on the General tab for now.

Later, as donors buy the sponsorship, other values automatically calculate, and the Additional Information tab shows a timeline.

Each event ticket record represents tickets a donor can buy during event registration. Registration of an event ticket maintains availability of the seats and tables included in the sale. By default, each ticket must include the name of the attendee who will use the ticket to gain entry to the event. If you don't want each ticket to require the attendee's name, use a configuration record that has Mandate Names set to No.

For more information, go to Configure Fundraising and Engagement: Registration details. On the General tab of the new Event Ticket record, fill in the fields as follows:. The Products component gives the ability to offer a product for sale in relation to the event, if appropriate such as an event t-shirt. A New Event Product record opens and displays the General tab. Fill in the fields as follows:.

The Donation component gives the ability to offer a donation in relation to the event. This is a set amount available to registrants and would be added to their registration package. This is where users can create, edit and add preferences to an existing event. Preferences can be assigned to the registrants during the registration process. Available preferences appear on the right.

Note Fundraising and Engagement requires a base set of privileges that are required by Dynamics In this article. The soft credit is applied to the contact set in the "Constituent" lookup on the transaction.

A look-up field that displays the payment processor for users who are assigned the related configuration record. Controls whether API errors are flagged as exceptions to the user. Used for troubleshooting a data issue.

By default, users see the field label "Bank ACH". Enter a new value to display a different label for the field. This label applies to Transactions and Gift Batches. By default, users see the field label "Cash". By default, users see the field label "Check". By default, users see the field label "Donation". This label applies to Transactions only. By default, users see the field label "Ext. Credit Card". By default, users see the field label "Grant".

By default, users see the field label "In-Kind". By default, users see the field label "Invoice Me". This label applies to Event Packages only. By default, users see the field label "Membership".

By default, users see the field label "Other". By default, users see the field label "Pledge". This label applies to Donor Commitments only. By default, users see the field label "Pledge Schedule". This label applies to Payment Schedules only. By default, users see the field label "Property". By default, users see the field label "Receipt Preference". This label applies to Transactions and Payment Schedules.

By default, users see the field label "Recurring Donation". By default, users see the field label "Securities".

By default, users see the field label "Soft Credit". By default, users see the field label "Wire". Users will see this reference as "Amount", to change this label enter a new value here. Users will see this reference as "Amount Membership ", to change this label enter a new value here. Applies to Transactions and Payment Schedules. Users will see this reference as "Amount Non-Receiptable ", to change this label enter a new value here.

Users will see this reference as "Amount Receiptable ", to change this label enter a new value here. Users will see this reference as "Amount Tax ", to change this label enter a new value here.

Users will see this reference as "Securities", to change this label enter a new value here. Users will see this label referenced as "City" where applicable. To change this label, enter a new value here. Users will see this label referenced as "Country" where applicable. Users will see this label referenced as "State" where applicable.

Users will see this label referenced as "Street 1" where applicable. Users will see this label referenced as "Street 2" where applicable. Users will see this label referenced as "Street 3" where applicable. Users will see this label referenced as "Telephone 1" where applicable. Users will see this label referenced as "Telephone 2" where applicable. Users will see this label referenced as "Telephone 3" where applicable. Users will see this label referenced as "Zip Code" where applicable.

Controls whether users can set and create anonymous donations mark gifts as "Anonymous". Controls whether a user must select from a drop-down list of appraiser accounts. When FALSE, users must enter in the details of the appraiser when appraisals are required for donations. Controls whether users must complete a full refund and can't refund partial amounts.

Enables the Donation option during the Transaction process. Controls whether a user can create a Transaction of Type Membership. Membership Transactions contain only membership revenue.

Controls whether to display the address information on the gift record Donor Commitment, Payment Schedule, and Transaction. Controls whether to display the receipt preference as an available option to the user when processing a Transaction or Payment Schedule. Controls whether to display the Telephone information on the gift record Donor Commitment, Payment Schedule, and Transaction. The start on day that this recurring donation will observe.

For example, 15, 1, 30 is when the funds will be processed. Captured during the initial deployment and a required field when using the Azure environment. Controls whether the source option set value is editable and visible to the user to alter for each gift. When set to TRUE, enables the name, organization, and address information on the batch gift entry to be visible using the dropdown. When set to TRUE, displays the receipt preference as an available option to the user at each gift entry.

Also affects later Payments against an Event Package. Controls whether to show or hide the Print Receipt button in Registration Package. Controls whether the process will automatically create a contact based on the values received in the Event Registration. Controls whether Address fields are mandatory required on the form. Controls whether the Email field is mandatory required on the form and in Registration Package.

Controls whether Phone field is mandatory required on the form and in Registration Package. Controls whether the solution should match the Registrants Address to existing Contact record in Registration Package.

Controls whether the solution should match the Registrant details to existing Contact records in Registration Package. Controls whether the solution should match the Registrants Email to existing Contact record in Registration Package.

Controls whether the solution should match the Registrants Phone to existing Contact record in Registration Package. Patrons can choose to affiliate their account with multiple fundraisers if available by tapping more than 1 option during signup or holding down the CONTL key if editing their profile from a desktop PC. If a patron profile is affiliated with multiple fundraisers from the official Fundraisers list, the system calculates pro-rata donations among the affiliated fundraiser donation rates.

The pro-rata calculations ensure the operator is not over-paying donations to local non profit organizations above the entered donation rate. Complete all other fields to the best of your ability, including details about the fundraising administrator, if known.

A long as you have a fundraiser name, donation rate and patron select toggled on correctly, your donation calculations will work as intended. Fundraising Card Ranges Explained In the early days of the Platform the Fundraising module was exclusively reliant on assigning a sequential batch of card IDs to a specific non-profit organization. Some operators prefer to allocate a batch of cards to charitable organizations in this manner.

When the card ID is registered it automatically affiliates with the applicable fundraiser. If interested in allocating plastic card ranges to fundraisers, please contact Technical Support for assistance ordering or reallocating an existing card range for fundraising use. In the new modern era of using the Fundraisers module, card ranges are not assigned to local non-profit organizations. Fundraising affiliations can also be changed and edited anytime, on demand, via Patron Edit screen or when patrons log into their account online and click or tap the Profile tab.

This ability to change affiliations is practical as over time, patrons may no longer be part of an original organization in the past and desire to support a different organization going forward.

Assuming operators want to allow patrons the option to select a fundraiser from your approved Fundraisers list during signup recommended , toggle this field to Yes. This setting will add the drop down dialog of box fundraisers to your customized registration signup form.